Associate, Institutional Consulting Group
Joe joined the Clearstead Institutional Group in 2019. As an associate, Joe serves institutional clients, reviewing asset allocation, investment goals and objectives, monthly and quarterly performance results along with manager searches and due diligence.
Joe graduated cum laude with a B.S.B.A in Finance and Economics from John Carroll University.
Find Your Clarity
We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.